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Our Perspective

  • We believe that attractive fundamentals can be found within the commodity sector at any point in the economic cycle

  • Sub-sector values are cyclical and asynchronous and present value dynamics independent of sectoral themes

  • To achieve sustained investment success, an investor must possess:

  • An extensive understanding of the inter-relationships among commodity markets and assets

  • Highly specialized knowledge of micro industry fundamentals

  • A strong network generating opportunities through the cycle

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